GC

Giverny Capital Portfolio holdings

AUM $2.95B
1-Year Est. Return 21.58%
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$990M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.68M
3
+$6.89M
4
BAC icon
Bank of America
BAC
+$3.89M
5
AME icon
Ametek
AME
+$2.75M

Top Sells

1
+$11.4M
2
+$7.89M
3
+$585K
4
ORLY icon
O'Reilly Automotive
ORLY
+$559K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$112K

Sector Composition

1 Financials 43.1%
2 Consumer Discretionary 19.28%
3 Industrials 18.76%
4 Communication Services 10.67%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$955K 0.1%
3
27
$837K 0.08%
4,645
28
$618K 0.06%
36,262
29
$539K 0.05%
2,039
30
$494K 0.05%
9,341
31
$456K 0.05%
1,245
32
$432K 0.04%
3,596
33
$421K 0.04%
8,508
34
$405K 0.04%
8,136
+405
35
$398K 0.04%
10,994
-16,152
36
$266K 0.03%
16,308
37
$264K 0.03%
8,046
+303
38
$220K 0.02%
4,334
+373
39
$6K ﹤0.01%
220
-417,056
1
2